저자: JamAllinCrypto진행자 · 외국인
요약 보기
채널 진행자가 주간 시장 전망을 제시하며 비트코인이 플래그 패턴을 돌파했다고 주장하고 단기 강세를 강조. 인용된 CNBC 출연자 Vanek Matthew Siegel(Bitcoin 전략가)은 선거 후 비트코인 랠리와 장기 $300만 목표를 언급. 래리 핑크의 금리 인하 전망은 인플레이션 우려로 인해 기대보다 낮을 것이라는 취지로 소개. 진행자는 채굴주·알트코인 관련 유료 멤버십 홍보도 병행.
다듬은 글
good morning afternoon or evening ladies and gentlemen all in crypto here and welcome back guys what is going to be nothing short of another jampa daily market update on this triumphant Tuesday with yours truly today we particularly have quite a lot to get into yesterday we looked at the volatile nature this week is likely to embody based on the likes of the company earnings that we're really seeing kick off today I think it was Ford Motor was the only sort of big one yesterday we've got some of the largest companies in the world's earnings coming out this week we've got fomc uh or sorry not fomc non-farm payroll on Friday we also have tomorrow the UK budget so we're going to get a very volatile week and we did speculate based on how the markets were technically setting up that actually it was quite likely to be a good week and a good couple of weeks certainly going into the election technically we can kind of calm some of our nerves even though we're expecting volatility in regards to the broader direction we think the space is heading in broadly and that's where I want to start but today we've got a hell of a lot to get into we're going to be looking at an interview probably one of the most bullish CNBC interviews that I've ever seen in my life uh so vanx Matthew seagull appeared on CNBC talking about bitcoin's outlook for 2025 and Beyond very interesting what he has to say he also talks about the bricks Nations now potentially Mining and operating in Bitcoin remember we have said that Bitcoin is is going to be a matter of National Security um and we're seeing within the United States we had Emory uh University declaring $15.8 Million worth of bitcoin we're seeing more and more individuals actually um or more and more of America get embedded with Bitcoin and then Bitcoin becomes a matter of National Security and we have some unbelievable crypto miners that we think are we've got one crypto Miner that I actually think is going to get into the sort of 18 90x range potentially we've got a smaller Target that's very conservative and then we've got a bigger one um do become a patreon you'll unlock that you'll unlock my entire portfolio um we don't get everything right but we certainly try our best and we we're very I believe well positioned in the cryptocurrency space certainly in the mining sector do consider becoming a patreon and checking that out and following along majority of patreons are on board with that trade but as Bitcoin becomes more and more of a kind of embedded asset in the world it's going to become a kind of arms race in relation to the maintaining of it we're then going to be looking at some news from Larry talking about forward guidance on monetary policy which of course is going to drive the markets broadly um and then we'll be hearing from Brian Armstrong but to kick things off guys Bitcoin is breaking through and I was going to bust into song there but I'm not um you guys know the score we've done and we continue to doing these daily Market updates a lot of technical homework in regards to bitcoin um you know where ever that be the broader cup and handle it's very common when you take a high you pull back before you see continuation whether that be this invert end sh as it takes to 151k whether that be the bull flag that takes you 130 obviously the cup and handle there was a smaller pattern within this flag that ultimately we said he going to take you to 84k we looked at this going into FMC it's very much playing out in the exact manner that we expected it to And in regards to this flag that Bitcoin has been in we are breaking through and it's beautiful to see little bit of poetry there and it wasn't going to be long you keep tapping on the ceiling eventually you were going to find the hatch and I believe Bitcoin today has found that hatch the next leg everything that we've prophesized is upon us let's take a look at the total two also breaking out breakout retest continuation Al this is a total market cap Turtle 2 getting there Turtle three well and truly there others there also get ready for an amazing time in the markets not just crypto but more broadly some amazing interviews coming up for you guys in the week ahead let us now dive into a clip from CNBC and I'll fast forward it a little bit or or speed it up a little bit of uh vanx Matthew sigle talking about Bitcoin what a bullish Outlook this predicts and then we are going to be um sort of relating this to our analysis and and and miners more broadly and talking about Larry think etc etc so let's dive into this guy Jam one as always if you haven't watched yesterday's video preparing you for the week do go and do so let's dive into this ladies and gents you think it's going to be a $100,000 asset soon 200 yes our bet is that this is a very bullish setup for Bitcoin into the election we saw the exact same pattern in 2020 where Bitcoin lagged with low volatility and then once a winner was announced we had a high Val rally as new buyers come into this market and that's the great thing about Bitcoin is that every day there's new buyers being born it's kind of like the video game industry the olds who hate it die off the new folks are buying it and what we think is that once the election result is finalized Moody's is going to downgrade us sovereign debt and that could be a catalyst for for Bitcoin does gold correlate with with uh the dollar and with M2 as well and and gold and Bitcoin seem like the correlation broke down a couple of times recently Bitcoin is a chameleon its correlations change over time it's hard to predict what it's going to be correlated with over the short term over the longm you really say it's it's because of the 21 million and it's fixed amount is out there therefore the debasement of the currency favors that I mean that's yeah it's it's it's a non us asset it's an Emerging Markets asset and while we were all hyperventilating about the election over the last week brics had a conference in Russia there's six new members of brics this year so brics GDP is now greater than the combined GDP of G7 uh of the six new members three of them Argentina the UAE and Ethiopia are now mining Bitcoin with government resources so there is tremendous urgency outside of the US to find a way to circumvent the irresponsible fiscal policy that we've been running here in the US in fact Russia announced an initiative there Sovereign wealth fund is going to invest in a regional initiative to build Bitcoin mining and AI infrastructure throughout brics with an idea of settling global trade in Bitcoin so look someday I don't know if it's 5 years 10 years Putin's going to die we're going to look to reintegrate some of these countries into the world financial system and they're going to be trading with Bitcoin what are we going to be doing okay yeah are you stunned no I'm just processing you're processing processing when will that be complete the processing yes so that you can make it comment when is when is the when is Bitcoin going to be complete I have no idea he sounds what what you think it's going to be a $100,000 asset soon 200 yes uh you know the smallest ever trough to Peak rally for a Bitcoin cycle was 2,000% if we do half of that that'd be 1,000% that'd be roughly 180,000 when does this all go down I mean not down when does this happen all happen I think after the election will be a significant Catalyst you can see at front page of the Wall Street Journal talking about debt and deficit concerns uh like Moody is telegraphing this they want to downgrade sovereigns who have Kathy Woods what's that where like Kathy Wood where boss yeah how do you how do you feel about her predictions I don't think about them very much I mean do you think she's right 500,000 is where she's at by very soon we have a model that assumes that by 2050 this is very long term that Bitcoin becomes a reserve asset that's used in global trade and held by Global central banks at a very modest 2% weight and in that model we arrive at a $3 million price target for Bitcoin now that sounds you know extreme but that's a 16% compound annual growth rate for a couple decades you know that that's not really that extreme so into the millions over the medium term is high conviction comp are you fired up ladies and gentlemen and that's what people you know people often get really down troud and really disheartened but boy oh boy have we got an opportunity in front of us and Bitcoin is literally verging on the start of that next leg all prophesized here on all in crypto hang in there guys you shall be award it is micro strategy interesting comment a leader of Bitcoin this is nearly our Target that we had from all the way down here S&P embarking on that similar journey to its Target us 100 etc etc etc Nvidia Bitcoin get ready guys and some really interesting things said there I think one interesting thing for me is my theory on bitcoin becom a matter of National Security and the nationalization without the actual nationalization of Bitcoin miners get in the patreon even if you want to join it for a month and unlock that altcoin um uh those mining stocks and my altcoins you know it's up to you guys you know we got a really good retention rate and we plan on keeping that but we again see literally everyone and this is Eric Balan chunes highlighting um advisor Pension funds PE holding companies VCS trust family offices brokerage and now you universities government agencies you know investment companies hedge funds everybody holds Bitcoin now and it becomes a matter of National Security and and this is only going to really see continuation on the topic of breaking out we also broke out of some of the few people that even do any analysis will bother to do analysis on uh digital large caps this was a breakout and it's now on that broader journey and we're predicting the same thing for Grace SC did a large Cap Fund which tracks altcoins as we were gbtc which got to our Target and look at this popping up as well pullbacks over guys and we're about to embark on that next leg and the big picture for Bitcoin is an exceptionally bullish one outlined there by vanex um I don't know what he is is the chief digital strategy officer let's now dive into a clip of Larry thinkink talking um about interest rate Cuts monetary policy which is ultimately the driver of liquidity through currency and thust markets before the FED finishes this year we expect a 25 basis point rate cut or a 50 basis point or you don't know I think it's fair to say we're going to have at least a 25 but that being said I do believe we have greater embedded inflation in the world than we've ever seen we have government a policy is much more inflationary whether it's immigration excuse me um um our our policies of on shuring all of this no one is asking the question at what cost historically we were I would say a more consumer-driven economy that the cheapest products were the best the most Progressive Way of politicking today I think we have governmental policies that are embedded inflationary and and and with that being said I think we're going to we're not going to see interest rates as low as forecasting before the I think largely that Dollar strength's on the back end of that on the back end of nonfarm payroll the last one really dollar strength Markus largely shook it off because they know what's coming ultimately a little bit of coinbase news so Brian Armstrong the next SE chair should withdraw all frivolous cases an issue and a apology to the American people it would not undo the Damage Done to the country but it would be the start the process of restoring trust in the SEC as Institute remember with the next president if it's Trump or Biden you very likely to see Gary gansler out the door which is what we all want here it's an amazing time to be alive we're going through a global monetary change and it's amazing time to be in the cryptocurrency Bas it's an amazing time to be a subscriber of all in crypto you're one stop shot when it comes to the cryptocurrency space we are expanding our team ladies and gentlemen that'll be announced very soon and all the things that are going to come out of that so do hit that subscribe button we will be doing a giveaway a charitable event um when we get to that 1,000 100,000 Subs that's it for me ladies and gent I'm going to love and leave you on that note bullish bullish bullish I'll see you all in the next one
Comments 0